True Worth Financial Planning -

Melody Perkins

I am grateful to be working with Rachael. Whatever your level of financial literacy, she'll meet you there with expertise, transparency, patience and dedication to your goals. She is in the vanguard of advisors who recognize the changing landscape of investors - she just gets it. Very empowering experience. Highly, highly recommend!

Heidi Rose

Rachael was referred to me at a time when I was depleted at the end of a three year divorce from a man who financially abused me for decades. From my traumatized state she walked me into a financial plan that enables me to have peace around my finances. She has kindly and lovingly shown up again and again in ways that I did not think possible in the world of finance. She is truly the best and it’s an honor to have her in my court!

Mayumi Okamoto

I worked with Rachael for the better part of 2021 to get myself and my financial priorities organized and to come up with a comprehensive financial plan that would help me achieve my goals in the short and long term. I interviewed a number of people to work with and ultimately selected Rachael not just because of her impeccable experience and credentials but because she is relatable, understanding, and just a really wonderful person. One year later, I've been able to set things in motion to achieve my number one priority goal. Highly recommend Rachael and True Worth Financial Planning!

Jennifer Brown

Rachael is fantastic. She is very knowledgeable and has a caring and customized approach to financial planning. I know she takes great care in educating and partnering with her clients in their journey. Her empathetic approach is the reason why I feel 100% confident in referring her services to my own clients who are looking for a guiding light after one of life's transitions.

Cynthia Mittleider

Rachael is a dedicated, informative, and trustworthy financial advocate that all women going through divorce should consult. She is a true consummate professional with a passion for helping newly single women achieve their financial goals. I highly recommend a consultation with her if you are going through this challenging time.

Deborah Nickel

Rachel is the reason that we place our trust in True Worth Financial Planning. We are glad to have followed her here and to see her running her own business so successfully. Neither my husband, nor myself are 'financial people'. We are completely confident in telling Rachel what is generally important to us and knowing that she will keep that in mind while attending to our investments. Rachel has mastered the art of being warm and professional at the same time. We are grateful to have found her.
Sincerely, Deb & Charlie

Joey K.

I wish I had been made aware of Rachael at True Worth years ago. She is smart, funny, knowledgable, pro-active, returns texts and emails quickly, and clearly shows an interest in my financial well being. No matter how ridiculous my questions are, her responses have never made me feel stupid.

Additionally, we have made several calls together to my investment companies and she is quickly able to shape shift from her casual, witty persona to one that exudes professionalism and asks all necessary questions. She also handles any followup without me asking.

Cathy Munday

It has been a real pleasure and a great benefit to work with Rachael and to have her advice about financial planning. She is knowledgable, sincere, and responsive. I'm grateful to have her in my corner!